Team Financial Group’s iShares Gold Trust IAU Stock Holding History

Team Financial Group’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26.8K	Buy	+343	New	+$27.5K	0.01%	155
2026 Q2	–	Sell	-343	Closed	-$30.2K	–	142
2026 Q1	$30.2K	Hold	343	–	–	0.01%	140
2025 Q4	$27.8K	Sell	343 -152	-31%	-$11.9K	0.01%	139
2025 Q3	$36K	Hold	495	–	–	0.02%	114
2025 Q2	$30.9K	Buy	+495	New	+$30.7K	0.02%	114
2024 Q1	–	Sell	-152	Closed	-$5.93K	–	106
2023 Q4	$5.93K	Hold	152	–	–	﹤0.01%	134
2023 Q3	$5.32K	Buy	+152	New	+$5.55K	﹤0.01%	139

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Team Financial Group's IAU Position: Q3 2026 in Review

Team Financial Group opened a new position in iShares Gold Trust (IAU) in Q3 2026: 343 shares worth $26.8K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings. This is a return to the name: Team Financial Group previously reported a position in IAU as recently as Q1 2026.

Team Financial Group first reported a position in IAU in Q3 2023 and has held it in 7 quarters since. The position peaked at $36K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Team Financial Group held 343 shares of iShares Gold Trust worth $26.8K as of Q3 2026.
iShares Gold Trust was a new Team Financial Group position in Q3 2026.
iShares Gold Trust made up 0.01% of Team Financial Group's portfolio in Q3 2026, its #155 holding.
Team Financial Group first reported a position in iShares Gold Trust in Q3 2023 and has held it in 7 quarters since.
Team Financial Group's iShares Gold Trust position peaked at $36K in Q3 2025.
1,651 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.